The first step is to access the LHV interface. Once there we will go to the menu on the left, in the “INFORMATION AND SETTINGS” section, and select “Accounts and limits”.

, How To Grant Us Permission To Access Your LHV Bank Statements For The Accountancy Matching

In the “User and transfer limits” section, only your company should currently appear. We are going to add another user with limited access to the account, by clicking on “Add User” at the top right.

, How To Grant Us Permission To Access Your LHV Bank Statements For The Accountancy Matching

A new screen will appear where you have to fill in the details of the authorized person that we will send you in a private email. Don’t forget to ask us before completing this step.

Do not select “Right to conclude agreements” or “Right to view loan and lease agreements”. We do not need them, and our goal is having the minimum permissions we need to manage your accountancy.

It is important that you select “Access to account”, then in “Acceptance of payments” select the option “Preparation (0%)”. That alone will give us the right to prepare payments to the Tax Office, but only you will be able to accept and confirm these payments.

, How To Grant Us Permission To Access Your LHV Bank Statements For The Accountancy Matching

The next step is to review and accept everything. LHV will ask you to confirm by signing with your PIN2. Check that “Limits are valid for an indefinite period” is enabled.

, How To Grant Us Permission To Access Your LHV Bank Statements For The Accountancy Matching

And that’s it! Easy, right?

in Banks and Payments

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